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Quality Management Administrator

3 months ago

Farnborough, Hampshire, United Kingdom Robinson Financial Careers Full time

A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.

Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.

The role requires an individual to provide support to one or more financial advisers on a range of different client cases.

This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties.

This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.

Research a broad range of financial products across all financial sectors

  • Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
  • Collate and evaluate client policy/investment/pension
  • Researching products and funds using software such as Select A Pension and FE Analytics
  • General Administration duties
  • Create and maintain client files and enter details onto backoffice database
  • Maintain regular contact with clients, booking clients in for annual reviews and management of review process
  • New business processing and submission to Business Quality, submitting onto external and internal systems
  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
  • General Administration and client servicing support as needed
Previous experience of working within a similar role within a financial services business is desirable.

  • Experience using financial research tools.
  • You must be happy to work on your own and as part of a team and have excellent time management skills.
  • Good IT skills including Office 365. Good telephone manner.
25 days annual leave

  • Birthday off as additional leave
  • Auto enrolment pension
  • Training and support towards industry recognised certifications
  • Cycle to work scheme